New Quotes

New Quotes are added from the main client display.

After adding a new quote, the Quote is available on the CRM section of the specific client

The “Order by Data” function under the client display is useful to display clients by CRM contact, this allows members to manage the Quotes and contact dates of multiple clients at the same time. Being able to do many things at the same time and in a very simple fashion. saves time and results in increased productivity.